You know my views on gold and you may well say that I have been long and wrong for a while but when I am proved correct the upswing will be dramatic. My colleagues at Palisade Capital this week interviewed Jeb Handwerger who bravely is now calling the absolute bottom on the yellow metal. Jeb also explains why shares are going to slump and why he is uber-bullish on uranium.

I am a gold bull. Soo too is David Skarica and, like him, I am pretty nervous about equity market valuations right now. As I fly back to London from PDAC I am not any more bullish about shares in general than when I left. Skarica is the guest of my colleagues at Palisade Capital on this week’s podcast and explains his thoughts in detail also explaining how small short positions can make you a potential Black Swan killing.

As an Austrian economist I can only look at the US debt and deficit with despair. It just has to end in tears and that is a key reason why I remain bullish on both gold and silver. And so I am happy to endorse the views of Gregory Mannarino, the guest of my colleagues at Palisade Capital on this week’s podcast. Gregory explains the Ponzi scheme that is the US debt in detail and how to benefit when it all ends in tears. As it surely will.

I am very pleased to see that my colleagues at Palisade Capital finally have a woman on the podcast this week – I am chairwoman of Women in Mining! Even better, Gwen Peston, the publisher of ResourceMaven.ca is a gold bull claiming that November 15 2014 market the bottom of this market. She explains five reasons why gold will surge from here as we establish, in 2015, the base of a new bull market in gold.

I am a gold bug and have been heartened by the recent uptick. But not everyone shares my views. Jim Rogers co-founded the legendary Quantum fund 35 years ago with George Soros and he is still an active investor and he is a two year gold bear. In this week’s podcast recorded by my colleagues at Palisade Capital he explains why and also talks about what it is like to work with Soros and on whether China is a bubble set to burst. Interesting stuff!

London’s AIM has witnessed its share of odd dealings over the past year. Senior controllers of a few AIM quoted companies have dabbled in somewhat esoteric and certainly slightly crafty, sale and repurchase arrangements. The arch practitioner of this scheme was, Mr Rob Terry, former Chairman of Quindell Plc (QPP LN). He initially led market participants to believe that he’d pledged some of his Quindell stock as collateral to an outfit called Equities First Holdings (EFH) in exchange for a wodge of cash that he intended to use to buy further Quindell shares.

I believe in Sound money. President Obama does not. He believes in QE and the Money Tree which is why I agree with Gerald Celente that the US economic recovery is a fraud and that one should be long gold and that we will see blood on the streets in oil.